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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart
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FBTIX vs. JFNIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBTIX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. FBTIX (1.37B). FBTIX pays higher dividends than JFNIX: FBTIX (2.93) vs JFNIX (0.39). FBTIX was incepted earlier than JFNIX: FBTIX (24 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -11.12 vs. FBTIX (-13.50). JFNIX return over 5 years is better than : 11.03 vs. FBTIX (-8.31).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -9.639 | -4.704 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 4.66B | 29% |
| Annual Yield % from dividends | 2.93 | 0.39 | 741% |
| Returns for 1 year | -13.50 | -11.12 | 121% |
| Returns for 3 years | 32.32 | 14.09 | 229% |
| Returns for 5 years | -8.31 | 11.03 | -75% |
| Returns for 10 years | -4.40 | 11.52 | -38% |
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